See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $106,518 | $202,318-47.4% | $172,739-38.3% | $152,861-30.3% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 24.12% | 1029.65%-1005.5pp | 802.84%-778.7pp | 345.32%-321.2pp |
| Employer contribution / active EE | $2,665 | $5,856-54.5% | $5,143-48.2% | $4,762-44.0% |
| Participant deferral / active EE | $7,228 | $5,948+21.5% | $5,198+39.1% | $5,850+23.5% |
| Admin fee / account holder | $9,201 | $17,109-46.2% | $13,954-34.1% | $11,596-20.7% |